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The Kobeissi Letter
BREAKING: US stocks rebound as China says it is open for talks if Trump shows “respect” and names a point person. https://t.co/0HnPH5qz16
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BREAKING: US stocks rebound as China says it is open for talks if Trump shows “respect” and names a point person. https://t.co/0HnPH5qz16
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Capital Employed
9 more fund letters just added >
Including letters from @kingdomcapadv @UpslopeCapital @Dan_Roller plus many more...
https://t.co/lJZP1lUdTx https://t.co/JTojO4hni6
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9 more fund letters just added >
Including letters from @kingdomcapadv @UpslopeCapital @Dan_Roller plus many more...
https://t.co/lJZP1lUdTx https://t.co/JTojO4hni6
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The Kobeissi Letter
S&P 500 futures just surged 100 points on a report of China being open to talks with President Trump.
The source Bloomberg used?
“A person familiar with Chinese government thinking.” https://t.co/SRjFPAYK4N
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S&P 500 futures just surged 100 points on a report of China being open to talks with President Trump.
The source Bloomberg used?
“A person familiar with Chinese government thinking.” https://t.co/SRjFPAYK4N
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The Kobeissi Letter
BREAKING: Jim Cramer says Nvidia, $NVDA, has become “a meme stock and it has to be cut back.” https://t.co/PiKKAlerJp
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BREAKING: Jim Cramer says Nvidia, $NVDA, has become “a meme stock and it has to be cut back.” https://t.co/PiKKAlerJp
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Finding Compounders
What I learnt from Warren Buffett by Bill Gates(@BillGates ) https://t.co/Jqg14WLMsm
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What I learnt from Warren Buffett by Bill Gates(@BillGates ) https://t.co/Jqg14WLMsm
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The Kobeissi Letter
BREAKING: The White House says China now faces tariffs of up to 245% on imports to the US, up from 145%, “as a result of retaliatory actions.” https://t.co/BL0LYShKKy
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BREAKING: The White House says China now faces tariffs of up to 245% on imports to the US, up from 145%, “as a result of retaliatory actions.” https://t.co/BL0LYShKKy
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The Kobeissi Letter
BREAKING: China says it is aware that certain goods are facing a 245% US tariff and they will ignore the "numbers game."
China repeats it will "fight until the end" in the tariff war.
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BREAKING: China says it is aware that certain goods are facing a 245% US tariff and they will ignore the "numbers game."
China repeats it will "fight until the end" in the tariff war.
BREAKING: The White House says China now faces tariffs of up to 245% on imports to the US, up from 145%, “as a result of retaliatory actions.” https://t.co/BL0LYShKKy tweet
The Kobeissi Letter
RT @TKL_Adam: We are witnessing a highly uncommon phenomenon in financial markets:
Both bullish and bearish participants find themselves uncomfortable amid prevailing conditions.
An over-reliance on tariff-related headlines has created a fragile market environment, where both sides are exposed to abrupt, often disproportionate price swings.
Even headlines with questionable credibility are driving trillions of dollars in market cap in either direction.
Until this sentiment dissipates, volatility will remain.
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RT @TKL_Adam: We are witnessing a highly uncommon phenomenon in financial markets:
Both bullish and bearish participants find themselves uncomfortable amid prevailing conditions.
An over-reliance on tariff-related headlines has created a fragile market environment, where both sides are exposed to abrupt, often disproportionate price swings.
Even headlines with questionable credibility are driving trillions of dollars in market cap in either direction.
Until this sentiment dissipates, volatility will remain.
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